Portfolio Construction

WA Super CIO Chris West

Portfolio Construction

Chris West on thinking about risk outside the box

Peer risk, fee constraints, and overall career risk are all factors weighing heavily on the minds of individuals on investment teams at super funds, the former WA Super CIO said.

Matthew SmithFebruary 22, 2021

Portfolio Construction

Block’s big trade: Inside Australian Catholic’s March 2020 bet

The Australian Catholic CIO used all his discretion to maintain an underweight position in risk assets before recommending a deployment of cash into equities and credit in what turned out to be the most valuable superannuation fund trade of 2020, Matthew Smith writes.

Matthew SmithFebruary 12, 2021

Portfolio Construction

Myer Foundation ESG portfolio alignment 90pc complete

The Myer retail-turned-philanthropy family is actively choosing environmental, social and good governance investments to drive its performance, a process it began two years ago, Martyn Myer explains.

Meredith BoothJanuary 11, 2021

Portfolio Construction

‘Coincidence of impacts’ marginalising 60/40 benchmark: State Super’s Pratt

The move away from traditional 60/40 benchmark portfolios may have been hastened by the pandemic and our ultra-low rate environment, says the fund’s head of strategic partnership, but the writing has been on the wall for a number of years.

Tahn SharpeNovember 16, 2020

Portfolio Construction

No time for investors to be heroic: MLC

The range of forecastable economic outcomes is as wide as its ever been, says MLC Asset Management portfolio manager Myooran Mahalingham. Tread lightly on the hunt for alpha, and keep the fundamentals front of mind.

Tahn SharpeOctober 26, 2020

Portfolio Construction

Shifting policy influence resulted in poor performance test

The shift of policy influence in recent years from Treasury to the ministers’ offices has likely contributed to the design of government's new performance measurement which has been panned by experts.

Matthew SmithOctober 19, 2020

Portfolio Construction

Grattan CEO: What the budget got right and wrong

Government should focus on building consumer confidence rather than focus on backing a private sector-led recovery, Grattan Institute CEO Danielle Wood has said.

Tahn SharpeOctober 12, 2020

Portfolio Construction

Multi-asset investing taking on a new role: Vontobel’s Seiler

With savings plans failing to generate returns due to rock-bottom interest rates, Daniel Seiler from Vontobel Asset Management has predicted investors will begin to develop multi-asset portfolios rather than just cash, instead of just taking on straight equity exposure.

Jessica SierSeptember 17, 2020

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